Nomura Opportunity Fund A (FIUSX)
35.23
+0.28
(+0.80%)
USD |
Feb 04 2026
FIUSX Max Drawdown (5Y): 21.67% for Jan. 31, 2026
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.
Max Drawdown (5Y) Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median
Max Drawdown (5Y) Benchmarks
| Victory Pioneer Mid Cap Value Fund A | 20.27% |
| Franklin Mutual US Mid Cap Value Fund A | 21.76% |
| MFS Mid Cap Value Fund A | 20.99% |
| JPMorgan Mid Cap Value Fund A | 18.95% |
| Nuveen Mid Cap Value Fund A | 22.12% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -2.397 |
| Beta (5Y) | 0.9635 |
| Alpha (vs YCharts Benchmark) (5Y) | 3.008 |
| Beta (vs YCharts Benchmark) (5Y) | 0.9619 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 15.65% |
| Historical Sharpe Ratio (5Y) | 0.5676 |
| Historical Sortino (5Y) | 0.8896 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 7.02% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:FIUSX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:FIUSX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |